After you have provided the definition of the Template, the next step while creating a Template is to define the Source application. A Source application is an application from where data is received. After defining the Source application, you must choose a Trigger.

A Trigger is an event that initiates the data exchange. For example, in an FTP Source application, if you choose On File Created as a trigger, then data exchange will initiate when the new file is created to the source FTP.

To select and configure the Source application of the Template:

  1. Select the Source application and click Next.  

  2. Select the mapping option and click Next

    Select I will define if you want to define the Partner's layout and mapping between the fields of the Source and the Destination application.

    Select Partner will define if you want your Partner to define the layout and mapping between the fields of the Source and the Destination application.

    In case, you have selected Content Based Routing while defining the definition of the Template, only Partner can define the mapping.

    The next screen differs depending on the chosen Source application.

    For Database, you need to define the Database Source and Event. For more information, click here.

    For FTP, you need to select the trigger, FTP Account, and configuration details. For more information, click here.

    For File, you need to define the File Event. For more information, click here.

    For JMS, you need to define the JMS Event. For more information, click here.

  3. Select the Source application account. You can click Test to test the connection to your account.

    You can either use an existing account or create a new one. Click  to add a new account. For information on how to add an account, refer to Appendix C: Supported Applications.

  4. Click Next.

  5. Select the trigger from the drop-down list and click Next.

  6. Click Next to add the configuration details.

  7. Provide the configuration details of your account.

    Field Name


    Folder LocationFolder location from where to pick files.
    Process all the existing records/filesTo process all the existing files from the specified location.
    Send mail notification for no data on triggerSelecting this option will send the mail notification whenever there is no data found on trigger.
    Send mail notification for error on triggerSelecting this option will send the mail notification whenever there is an error on trigger.
    Delete file on successDelete the file once it is processed.
    File typeFile format to process the files. Multiple file formats are separated by a comma. Use *.* to process all file formats.
    File excludeType the file format to exclude the file type while transaction is running. Multiple file formats are separated by a comma. For example if you want to exclude text files from the FTP location, type .txt in the text box.
    Trigger Type

    You can set trigger through POLLING and CRON EXPRESSION.

    POLLING: The time interval during which the Transaction triggers. By default, Transaction triggers after every 10 minutes. Select No polling option to trigger Transaction manually.


    CRON EXPRESSION: Define the specific time schedule for the Transaction to trigger. For more information on how to define Cron Expression, click here.


    File Stable Time

    You can set file stable time in the text box and select time unit from the drop-down list. This option is applicable for On File Created and On File Modified Trigger Type. The trigger will wait for the specified time for the file to become stable. For example, if you choose 30 Seconds in the stable time then system will wait for 30 seconds for the file to go stable before it triggers the transaction.  

    The Source application account and configuration details screen differ depending on the Source application chosen in the Template you are using.
  8. Expand Other Settings and provides the detail.

    Select Trigger in Sequence check box to trigger the Transaction in sequential manner. If you do not select the Trigger in Sequence check box then the associated Transaction will trigger concurrently.

    If you want to enable misfire handling for your file event then, select the Run Once option from the Action on Misfire Event drop-down list. If you do not wish to enable misfire handling for your file event then, select the Ignore Misfire option.  For more details, refer to Handling Misfire Event.
    The Run Once option will run only one collective instance of all the misfires for a particular event. Whereas the Ignore Misfire option will not run a misfired event. 

    The default value for Action on Misfire Event field is set to Run Once for all of the earlier events.

    The Connector drop-down lists the APIs to connect to the FTP Server. The options changes as per your selection of the protocols that you want to use to establish FTP connection. 






    Secured Inet Factory


    J2SCH (VFS) 
    Secured Inet Factory 


    J2SCH (VFS) 
    Secured Inet Factory

    Select Verbose check box, if you want to create a log file of your FTP activity. This check box is enabled only if you select Secure Inet Factory from the Connector drop-down list box.

  9. Click Next to select the source data format. This screen appears only if you have chosen a file-based application.

  10. Select the source data format and source data layout for the Source application. Source data format is the format in which the data of the source file exist, for example, text, excel. Source data layout is the layout of the source file. You can either use the existing layout or create a new one. Click  to create a new layout. For information on how to create a new layout, refer to Layouts

    If you have selected Database as a source application, a new field Fetch the data based on? is available asking you to select one of the following two options:

    • Advanced Database Source : Select this option to fetch the data based on database source.

      In this case the WHERE clause in the database query can have the parameters' values defined in the Define Parameters step based on which the records will be fetched. However, the query can get executed even without having parameters.
    • Database Event : Select this option to fetch the data based on the query mentioned in database event.

  11. Click Next to encrypt data. This screen appears only if you have chosen a file-based application.

  12. Select the Is Source File encrypted? check box if the source file is in the encrypted format. The below fields appears. Provide the details in the corresponding fields.

    Field NameDescription
    Key ManagerSelect the Key Manager from the list. To create a Key Manager, visit Account > Security Settings. To create a Key Manager, click here.
    Key NameThe default value is the default.
    Private Key PasswordPassword of the key.
    Confirm PasswordConfirm the password of the key.
  13. Click Next to select the Destination application.